This article applies to:

Product: Accounting CS
Subject: Clients,Setup

Security settings available on the Accounting tab of the Security Groups screen

The following table lists all of the security settings available in the application at

Setup
Firm Information
Security Group
Accounting tab

When an option is marked, access is granted to that screen or function.

When an option isn't marked, access is restricted from that screen or function. Options won't be available or they'll be hidden on the screen.

When an option is filled, access is partially granted to that screen or function.

note

Security privileges aren't automatically granted when an application update adds a new screen, menu option, or report; when a new custom report is added to the Report Designer; or when a new security group is created.

The Reports
tab on the

Security Groups

screen allows you to control access to individual reports. This list includes all of the standard reports as well as any custom reports and folders you added to the application via the Report Designer.

If staff don’t have full access to the Report Designer and all of the reports, the Accounting CS Library portlet will have view only permissions.

If a security setting appears on more than 1 tab, changing that permission on 1 tab will also change the same permission on the other tabs.

To restrict staff from accessing a client, use the Staff Access
tab on the

Clients

screen.

Not all security features below are available for Client Staff using Accounting CS Client Access.

Security option	Program area	Available for Workpapers CS?
Accounting	Allows access to all options below it in the hierarchy on this tab.	Yes
Accounting File Menu	Enables the accounting options in the File menu on the menu bar.	No
Accounting File Menu Import	Displays all of the accounting options in the File Import menu.	No
Accounting File Menu Import Spreadsheet	Allows full access to the accounting options in the Spreadsheet Import wizard.	No
Accounting File Menu Import Spreadsheet Vendors	Allows access to the Vendors data type in the Spreadsheet Import wizard.	No
Accounting File Menu Print Checks	Allows full access to the Print Checks screen.	No
Accounting File Menu Print Checks Vendor/Payee tab	Allows full access to the Vendor/Payee tab on the Print Checks screen.	No
Accounting Actions Menu	Enables the accounting options in the Actions menu on the menu bar.	Yes
Accounting Actions Menu Enter Trial Balance	Allows full access to the Enter Trial Balance screen.	Yes
Accounting Actions Menu Enter Trial Balance View	Allows access to only view the Enter Trial Balance screen.	Yes
Accounting Actions Menu Enter Trial Balance View Maintenance	Allows full access to the View Maintenance window on the Enter Trial Balance screen.	Yes
Accounting Actions Menu Enter Trial Balance View Maintenance View	Allows access to only view the View Maintenance window on the Enter Trial Balance screen.	Yes
Accounting Actions Menu Enter Trial Balance View Maintenance Add	Allows access to add new items to the View Maintenance window on the Enter Trial Balance screen.	Yes
Accounting Actions Menu Enter Trial Balance View Maintenance Edit	Allows access to modify items on the View Maintenance window on the Enter Trial Balance screen.	Yes
Accounting Actions Menu Enter Trial Balance View Maintenance Delete	Allows access to remove items from the View Maintenance window on the Enter Trial Balance screen.	Yes
Accounting Actions Menu Enter Tax Code Adjustments	Allows full access to the Enter Tax Code Adjustments screen.	Yes
Accounting Actions Menu Enter Tax Code Adjustments View	Allows access to only view the Enter Tax Code Adjustments screen.	Yes
Accounting Actions Menu Enter Tax Code Adjustments Edit	Allows access to the modify the Enter Tax Code Adjustments screen.	Yes
Accounting Actions Menu Process Direct Deposit	Allows full access to the Process Direct Deposit screen.	No
Accounting Actions Menu Process Direct Deposit View	Allows access to only view the Process Direct Deposit screen.	No
Accounting Actions Menu Process Direct Deposit Prenoting	Allows full access to the Prenoting window on the Process Direct Deposit screen.	No
Accounting Actions Menu Process Direct Deposit Prenoting View	Allows access to only view the Prenoting window on the Process Direct Deposit screen.	No
Accounting Actions Menu Process Direct Deposit Prenoting Create Prenotes	Displays the Create Prenotes option in the Action field on the Prenoting window.	No
Accounting Actions Menu Process Direct Deposit Prenoting Change to Approved	Displays the Change to Approved option in the Action field on the Prenoting window.	No
Accounting Actions Menu Process Direct Deposit Prenoting Change to Prenote	Displays the Change to Prenote option in the Action field on the Prenoting window.	No
Accounting Actions Menu Process Direct Deposit Prenoting Change to Needs Authorization	Displays the Change to Needs Authorization option in the Action field on the Prenoting window.	No
Accounting Actions Menu Process Direct Deposit Prenoting Change to Suspend	Displays the Change to Suspend option in the Action field on the Prenoting window.	No
Accounting Actions Menu Process Direct Deposit Funding	Displays and allows access to the Funding button on the Process Direct Deposit screen.	No
Accounting Actions Menu Process Direct Deposit Manage Files	Displays and allows full access to the Manage Files button on the Process Direct Deposit screen.	No
Accounting Actions Menu Process Direct Deposit Transmission Information	Displays and allows full access to the Transmission Information button on the Process Direct Deposit screen.	No
Accounting Actions Menu Process Direct Deposit Create Files	Displays the Create Files button on the Process Direct Deposit screen.	No
Accounting Actions Menu Process Direct Deposit Preview Selected	Displays the Preview Selected button on the Process Direct Deposit screen.	No
Accounting Actions Menu Reconcile Bank Accounts	Allows full access to the Reconcile Bank Accounts screen.	No
Accounting Actions Menu Reconcile Bank Accounts View	Allows access to only view the Reconcile Bank Accounts screen.	No
Accounting Actions Menu Reconcile Bank Accounts Create Adjusting Entry	Allows access to create recurring or non-recurring adjustments on the Actions Reconcile Bank Accounts screen.	No
Accounting Actions Menu Reconcile Bank Accounts Unfinalize Bank Reconciliation	Allows access to unfinalize bank reconciliations that have a status of finalized.	No
Accounting Actions Menu View Account Activity	Displays and allows full access to the View Account Activity window.	Yes
Accounting Actions Menu View Net Income/Loss	Displays and allows full access to the View Net Income/Loss window.	Yes
Accounting Actions Menu Consolidate Clients	Displays and allows full access to the Consolidate Clients screen.	Yes
Accounting Actions Menu Change Posting Period	Displays and allows full access to the Change Posting Period window	Yes
Accounting Actions Menu Access Prior Periods	Grants access to change the posting period to a period earlier than the latest period end date.	Yes
Accounting Actions Menu Verify SSN/TIN	Allows full access to the Verify SSN/TIN screen.	Yes
Accounting Actions Menu Verify SSN/TIN Manage Files	Displays the Manage Files button on the Verify SSN/TIN screen.	Yes
Accounting Actions Menu Verify SSN/TIN Create Files	Displays the Create Files button on the Verify SSN/TIN screen.	Yes
Accounting Actions Menu Verify SSN/TIN SSN tab	Allows full access to the SSN tab on the Verify SSN/TIN screen.	Yes
Accounting Actions Menu Verify SSN/TIN TIN tab	Allows full access to the TIN tab on the Verify SSN/TIN screen.	Yes
Accounting Setup Menu	Allows full access to everything under the Setup Menu for Accounting.	Yes
Accounting Setup Menu Firm Information	Displays all options under the Firm Information submenu in the Setup Menu	Yes
Accounting Setup Menu Firm Information Banks	Allows full access to the Banks screen.	No
Accounting Setup Menu Firm Information Banks View	Allows access to only view the Banks screen.	No
Accounting Setup Menu Firm Information Banks Add	Allows access to add new items to the Banks screen.	No
Accounting Setup Menu Firm Information Banks Edit	Allows access to modify existing items on the Banks screen.	No
Accounting Setup Menu Firm Information Banks Delete	Allows access to remove existing items from the Banks screen.	No
Accounting Setup Menu Firm Information Billing Items	Allows full access to the Billing Items screen.	No
Accounting Setup Menu Firm Information Billing Items View	Allows access to only view the Billing Items screen.	No
Accounting Setup Menu Firm Information Billing Items Add	Allows access to add new items to the Billing Items screen.	No
Accounting Setup Menu Firm Information Billing Items Edit	Allows access to edit existing items on the Billing Items screen.	No
Accounting Setup Menu Firm Information Billing Items Delete	Allows access to remove existing items from the Billing Items screen.	No
Accounting Setup Menu Firm Information Sales Taxes	Allows full access to the Sales Taxes screen.	No
Accounting Setup Menu Firm Information Sales Taxes View	Allows access to only view the Sales Taxes screen.	No
Accounting Setup Menu Firm Information Sales Taxes Add	Allows access to add new items to the Sales Taxes screen.	No
Accounting Setup Menu Firm Information Sales Taxes Edit	Allows access to modify existing items on the Sales Taxes screen.	No
Accounting Setup Menu Firm Information Sales Taxes Delete	Allows access to remove existing items from the Sales Taxes screen.	No
Accounting Setup Menu Firm Information Standard Account Mappings	Allows full access to the Standard Account Mappings screen.	Yes
Accounting Setup Menu Firm Information Standard Account Mappings View	Allows access to only view the Standard Account Mappings screen.	Yes
Accounting Setup Menu Firm Information Standard Account Mappings Edit	Allows access to edit items on the Standard Account Mappings screen.	Yes
Accounting Setup Menu Firm Information Firm Account Groupings	Allows full access to the Firm Account Groupings screen.	Yes
Accounting Setup Menu Firm Information Firm Account Groupings View	Allows access to only view the Firm Account Groupings screen.	Yes
Accounting Setup Menu Firm Information Firm Account Groupings Add	Allows access to add new items to the Firm Account Groupings screen.	Yes
Accounting Setup Menu Firm Information Firm Account Groupings Edit	Allows access to modify existing items on the Firm Account Groupings screen.	Yes
Accounting Setup Menu Firm Information Firm Account Groupings Delete	Allows access to remove existing items from the Firm Account Groupings screen.	Yes
Accounting Setup Menu Firm Information Firm Tax Codes	Allows full access to the Firm Tax Codes screen.	Yes
Accounting Setup Menu Firm Information Firm Tax Codes View	Allows access to only view the Firm Tax Codes screen.	Yes
Accounting Setup Menu Firm Information Firm Tax Codes Add	Allows access to add new items to the Firm Tax Codes screen.	Yes
Accounting Setup Menu Firm Information Firm Tax Codes Edit	Allows access to modify existing items on the Firm Tax Codes screen.	Yes
Accounting Setup Menu Firm Information Firm Tax Codes Delete	Allows access to remove existing items from the Firm Tax codes screen.	Yes
Accounting Setup Menu Firm Information Tickmarks	Allows full access to the Tickmarks screen.	Yes
Accounting Setup Menu Firm Information Tickmarks View	Allows access to only view the Tickmarks screen.	Yes
Accounting Setup Menu Firm Information Tickmarks Add	Allows access to add new items to the Tickmarks screen.	Yes
Accounting Setup Menu Firm Information Tickmarks Edit	Allows access to modify existing items on the Tickmarks screen.	Yes
Accounting Setup Menu Firm Information Tickmarks Delete	Allows access to remove existing items from the Tickmarks screen.	Yes
Accounting Setup Menu Clients	Allows full access to the Account Mask and Accounting Information tabs on the Clients screen.	Yes
Accounting Setup Menu Clients Account Mask tab	Allows full access to the Account Mask tab on the Clients screen.	Yes
Accounting Setup Menu Clients Account Mask tab View	Allows access to only view the Account Mask tab on the Clients screen.	Yes
Accounting Setup Menu Clients Account Mask tab Edit	Allows access to make changes on the Account Mask tab on the Clients screen.	Yes
Accounting Setup Menu Clients Accounting Information tab	Allows full access to the Accounting Information tab on the Clients screen.	Yes
Accounting Setup Menu Clients Accounting Information tab View	Allows access to only view the Accounting Information tab on the Clients screen.	Yes
Accounting Setup Menu Clients Accounting Information tab Edit	Allows access to make changes on the Accounting Information tab on the Clients screen.	Yes
Accounting Setup Menu Client Templates	Allows full access to the Account Mask tab and the Accounting Information tab on the Client Templates screen.	Yes
Accounting Setup Menu Client Templates Account Mask tab	Allows full access to the Account Mask tab on the Client Templates screen.	Yes
Accounting Setup Menu Client Templates Account Mask tab View	Allows access to only view the Account Mask tab on the Client Templates screen.	Yes
Accounting Setup Menu Client Templates Account Mask tab Edit	Allows access to make changes on the Account Mask tab on the Client Templates screen.	Yes
Accounting Setup Menu Client Templates Accounting Information tab	Allows full access to the Accounting Information tab on the Client Templates screen.	Yes
Accounting Setup Menu Client Templates Accounting Information tab View	Allows access to only view the Accounting Information tab on the Client Templates screen.	Yes
Accounting Setup Menu Client Templates Accounting Information tab Edit	Allows access to make changes on the Accounting Information tab on the Client Templates screen.	Yes
Accounting Setup Menu Custom Fields	Allows full access to the Custom Fields screen for Vendors and Customers.	No
Accounting Setup Menu Custom Fields Vendors	Allows full access to the Vendor Custom Fields screen.	No
Accounting Setup Menu Custom Fields Vendors View	Allows access to only view the Vendor Custom Fields screen.	No
Accounting Setup Menu Custom Fields Vendors Add	Allows access to add new items to the Vendor Custom Fields screen.	No
Accounting Setup Menu Custom Fields Vendors Edit	Allows access to modify existing items on the Vendor Custom Fields screen.	No
Accounting Setup Menu Custom Fields Vendors Delete	Allows access to remove existing items from the Vendor Custom Fields screen.	No
Accounting Setup Menu Custom Fields Customers	Allows full access to the Customer Custom Fields screen.	No
Accounting Setup Menu Custom Fields Customers View	Allows access to only view the Customer Custom Fields screen.	No
Accounting Setup Menu Custom Fields Customers Add	Allows access to add new items to the Customer Custom Fields screen.	No
Accounting Setup Menu Custom Fields Customers Edit	Allows access to modify existing items on the Customer Custom Fields screen.	No
Accounting Setup Menu Custom Fields Customers Delete	Allows access to remove existing items from the Customer Custom Fields screen.	No
Accounting Setup Menu Account Segments	Allows full access to the Account Segments screen.	Yes
Accounting Setup Menu Account Segments View	Allows access to only view the Account Segments screen.	Yes
Accounting Setup Menu Account Segments Add	Allows access to add new items to the Account Segments screen.	Yes
Accounting Setup Menu Account Segments Edit	Allows access to modify existing items on the Account Segments screen.	Yes
Accounting Setup Menu Account Segments Delete	Allows access to remove existing items from the Account Segments screen.	Yes
Accounting Setup Menu Account Groupings	Allows full access to the Account Groupings screen.	Yes
Accounting Setup Menu Account Groupings View	Allows access to only view the Account Groupings screen.	Yes
Accounting Setup Menu Account Groupings Add	Allows access to add new items to the Account Groupings screen.	Yes
Accounting Setup Menu Account Groupings Edit	Allows access to modify existing items on the Account Groupings screen.	Yes
Accounting Setup Menu Account Groupings Delete	Allows access to remove existing items from the Account Groupings screen.	Yes
Accounting Setup Menu Journals	Allows full access to the Journals screen.	Yes
Accounting Setup Menu Journals View	Allows access to only view the Journals screen.	Yes
Accounting Setup Menu Journals Add	Allows access to add new items to the Journals screen.	Yes
Accounting Setup Menu Journals Edit	Allows access to modify existing items on the Journals screen.	Yes
Accounting Setup Menu Journals Delete	Allows access to remove existing items from the Journals screen.	Yes
Accounting Setup Menu Tax Codes	Allows full access to the Tax Codes screen.	Yes
Accounting Setup Menu Tax Codes View	Allows access to only view the Tax Codes screen.	Yes
Accounting Setup Menu Tax Codes Add	Allows access to add new items to the Tax Codes screen.	Yes
Accounting Setup Menu Tax Codes Edit	Allows access to modify existing items on the Tax Codes screen.	Yes
Accounting Setup Menu Tax Codes Delete	Allows access to remove existing items from the Tax Codes screen.	Yes
Accounting Setup Menu Bank Accounts	Allows full access to the Bank Accounts screen.	No
Accounting Setup Menu Bank Accounts Main tab	Allows full access to the Main tab on the Bank Accounts screen.	No
Accounting Setup Menu Bank Accounts Main tab View	Allows access to only view the Main tab on the Bank Accounts screen.	No
Accounting Setup Menu Bank Accounts Main tab Add	Allows access to add new items to the Bank Accounts screen.	No
Accounting Setup Menu Bank Accounts Main tab Edit	Allows access to modify existing items on the Bank Accounts screen.	No
Accounting Setup Menu Bank Accounts Main tab Delete	Allows access to remove existing items from the Bank Accounts screen.	No
Accounting Setup Menu Bank Accounts Layouts tab	Allows full access to the Layouts tab on the Bank Accounts screen.	No
Accounting Setup Menu Bank Accounts Layouts tab View	Allows access to only view the Layouts tab on the Bank Accounts screen.	No
Accounting Setup Menu Bank Accounts Layouts tab Edit	Allows access to modify the Layouts tab on the Bank Accounts screen.	No
Accounting Setup Menu Bank Accounts Layouts tab MICR Format	Allows access to the MICR Format section on the Layouts tab in the Bank Accounts screen.	No
Accounting Setup Menu Bank Accounts Direct Deposit tab	Allows full access to the Direct Deposit tab on the Bank Accounts screen.	No
Accounting Setup Menu Bank Accounts Direct Deposit tab View	Allows access to only view the Direct Deposit tab on the Bank Accounts screen.	No
Accounting Setup Menu Bank Accounts Direct Deposit tab Edit	Allows access to modify the Direct Deposit tab on the Bank Accounts screen.	No
Accounting Setup Menu Bank Accounts Client Direct Deposit tab	Allows full access to the Client Direct Deposit tab. This tab is only available when Client Access is enabled for the client on the Setup Clients screen.	No
Accounting Setup Menu Bank Accounts Client Direct Deposit tab View	Allows access to only view the Client Direct Deposit tab on the Bank Accounts screen.	No
Accounting Setup Menu Bank Accounts Client Direct Deposit tab Edit	Allows access to modify the Client Direct Deposit tab on the Bank Accounts screen.	No
Accounting Setup Menu Bank Accounts Events tab	Allows full access to the Events tab on the Bank Accounts screen.	No
Accounting Setup Menu Vendors	Allows full access to the Vendors screen.	No
Accounting Setup Menu Vendors Main tab	Allows full access to the Main tab on the Vendors screen.	No
Accounting Setup Menu Vendors Main tab View	Allows access to only view the Main tab on the Vendors screen.	No
Accounting Setup Menu Vendors Main tab Add	Allows access to add new items to the Vendors screen.	No
Accounting Setup Menu Vendors Main tab Edit	Allows access to modify existing items on the Vendors screen.	No
Accounting Setup Menu Vendors Main tab Delete	Allows access to remove existing items from the Vendors screen.	No
Accounting Setup Menu Vendors Agent tab	Allows full access to the Agent tab on the Vendors screen.	No
Accounting Setup Menu Vendors Agent tab View	Allows access to only view the Agent tab on the Vendors screen.	No
Accounting Setup Menu Vendors Agent tab Edit	Allows access to modify the Agent tab on the Vendors screen.	No
Accounting Setup Menu Vendors 1099 Properties tab	Allows full access to the 1099 Properties tab on the Vendors screen.	No
Accounting Setup Menu Vendors 1099 Properties tab View	Allows access to only view the 1099 Properties tab on the Vendors screen.	No
Accounting Setup Menu Vendors 1099 Properties tab Edit	Allows access to modify the 1099 Properties tab on the Vendors screen.	No
Accounting Setup Menu Vendors Distributions tab	Allows full access to the Distributions tab on the Vendors screen.	No
Accounting Setup Menu Vendors Distributions tab View	Allows access to only view the Distributions tab on the Vendors screen.	No
Accounting Setup Menu Vendors Distributions tab Edit	Allows access to modify the Distributions tab on the Vendors screen.	No
Accounting Setup Menu Vendors Direct Deposit tab	Allows full access to the Direct Deposit tab on the Vendors screen.	No
Accounting Setup Menu Vendors Direct Deposit tab View	Allows access to only view the Direct Deposit tab on the Vendors screen.	No
Accounting Setup Menu Vendors Direct Deposit tab Edit	Allows access to modify the Direct Deposit tab on the Vendors screen.	No
Accounting Setup Menu Vendors Register tab	Allows access to the Register tab on the Vendors screen.	No
Accounting Setup Menu Vendors Custom Fields tab	Allows full access to the Custom Fields tab on the Vendors screen.	No
Accounting Setup Menu Vendors Custom Fields tab View	Allows access to only view the Custom Fields tab on the Vendors screen.	No
Accounting Setup Menu Vendors Custom Fields tab Edit	Allows access to modify the Custom Fields tab on the Vendors screen.	No

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This article applies to:

Security settings available on the Accounting tab of the Security Groups screen